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      Praxis Wealth Management

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      Investments, Annuities & Retirement Insurance Plans, Financial Planning Consultants

      41990 Cook St # F-2002, Palm Desert, CA 92211

      760-340-3770

      CLOSED NOW: 
      Tomorrow: 7:00 am - 4:00 pm
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      DETAILS

      "Planning with Integrity"

      General Info
      We believe it is more important that values are understood before assets are valued. At Praxis Wealth Management our belief is that we can best serve our clients with a team approach. Using professionals across multiple disciplines, including financial, tax, legal and real estate, PWM preserves, enhances and perpetuates our clients’ wealth in the most efficient and effective manner possible. Each client will receive a personalized report of their current circumstances, an outlook based on their current situation, recommended changes and the potential enhanced results of those changes.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investments, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Retirement Planning Services
      Services/Products
      Financial planning, estate planning, income planning, stocks, bonds, mutual funds, etf's, annuities, alternative investments.
      Neighborhood
      Palma Village Groves
      Accreditation

      SIPC

      Other Email

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